The Changing World of Retirement Planning

Planning for retirement has become more complex than ever, and having the right information can make a meaningful difference.

Topics will include:
• Why some experts predict tax rates could double in the next 10 years
• Why taxes in retirement may be higher than expected
• How 401(k) or IRA withdrawals could reduce Social Security benefits
• Tax-efficient strategies that may help make Social Security tax-free
• Increasing Social Security income
• The importance of working with a Power if Zero advisor

Who can benefit from attending?

This course is ideal for anyone who is experiencing a major life change such as a career shift, retirement, the loss of a spouse, or important financial decisions. This educational event is an opportunity to learn strategies that may help reduce taxes, protect income, and feel more confident about the future.

Call To Register (952)657-5056

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